Stepstone Group Inc (STEP)

Q2 2026 vs Q3 2026

Comparing institutional holders between quarters

Compare Detailed Historical Funds Options Short Interest 13D/13G Peers Targeting Trading Summary Profile

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William Blair Investment Management, LLC

INCREASED

Shares2,276,447 from 1,930,015

Change+346,432 (+18%)

Value$98.8M (+$19.0M)

Filed 2026-11-06

Geode Capital Management, LLC

INCREASED

Shares2,131,546 from 2,016,372

Change+115,174 (+6%)

Value$92.5M (+$9.1M)

Filed 2026-11-06

Wasatch Advisors LP

INCREASED

Shares936,744 from 905,245

Change+31,499 (+3%)

Value$40.7M (+$3.2M)

Filed 2026-10-13

Bank of New York Mellon Corp

INCREASED

Shares542,007 from 525,918

Change+16,089 (+3%)

Value$23.5M (+$1.8M)

Filed 2026-11-05

TimesSquare Capital Management, LLC

INCREASED

Shares437,981 from 349,666

Change+88,315 (+25%)

Value$19.0M (+$4.5M)

Filed 2026-11-03

Principal Financial Group Inc

INCREASED

Shares393,441 from 356,662

Change+36,779 (+10%)

Value$17.1M (+$2.3M)

Filed 2026-11-02

Ceredex Value Advisors LLC

INCREASED

Shares235,650 from 219,650

Change+16,000 (+7%)

Value$10.2M (+$1.1M)

Filed 2026-11-09

Dimensional Fund Advisors LP

INCREASED

Shares212,795 from 24,130

Change+188,665 (+782%)

Value$9.2M (+$8.2M)

Filed 2026-11-04

Barclays PLC

DECREASED

Shares173,160 from 209,018

Change-35,858 (-17%)

Value$7.5M (-$1.1M)

Filed 2026-11-06

Ibex Wealth Advisors

INCREASED

Shares126,365 from 121,785

Change+4,580 (+4%)

Value$5.5M (+$447.2K)

Filed 2026-11-06

LPL Financial LLC

INCREASED

Shares124,510 from 124,366

Change+144 (+0%)

Value$5.4M (+$260.0K)

Filed 2026-11-06

Trillium Asset Management, LLC

DECREASED

Shares105,723 from 106,446

Change-723 (-1%)

Value$4.6M (+$185.8K)

Filed 2026-11-09

Deutsche Bank Ag\

DECREASED

Shares78,935 from 80,421

Change-1,486 (-2%)

Value$3.4M (+$99.6K)

Filed 2026-11-06

Bessemer Group Inc

INCREASED

Shares57,401 from 56,925

Change+476 (+1%)

Value$2.5K (-$2.4M)

Filed 2026-11-09

Thrivent Financial for Lutherans

INCREASED

Shares52,338 from 48,418

Change+3,920 (+8%)

Value$2.3K (-$2.0M)

Filed 2026-11-05

US Bancorp \de\

INCREASED

Shares45,704 from 45,694

Change+10 (+0%)

Value$2.0M (+$93.7K)

Filed 2026-11-05

Strs Ohio

INCREASED

Shares38,300 from 29,400

Change+8,900 (+30%)

Value$1.7M (+$446.2K)

Filed 2026-10-30

Teachers Retirement System of the State of Kentucky

UNCHANGED

Shares36,660 from 36,660

Change0 (0%)

Value$1.6K (-$1.5M)

Filed 2026-11-10

Louisiana State Employees Retirement System

INCREASED

Shares35,100 from 32,300

Change+2,800 (+9%)

Value$1.5M (+$187.4K)

Filed 2026-10-20

Bokf, NA

UNCHANGED

Shares31,000 from 31,000

Change0 (0%)

Value$1.3M (+$63.2K)

Filed 2026-10-27

Alps Advisors Inc

INCREASED

Shares29,150 from 29,015

Change+135 (+0%)

Value$1.3M (+$65.1K)

Filed 2026-11-03

Amundi

DECREASED

Shares28,713 from 48,150

Change-19,437 (-40%)

Value$1.2M (-$745.1K)

Filed 2026-11-06

Russell Investments Group, Ltd.

DECREASED

Shares28,226 from 29,016

Change-790 (-3%)

Value$1.2M (+$24.9K)

Filed 2026-11-06

Creative Planning

INCREASED

Shares26,761 from 17,615

Change+9,146 (+52%)

Value$1.2M (+$432.9K)

Filed 2026-11-02

State of New Jersey Common Pension Fund D

DECREASED

Shares26,039 from 27,180

Change-1,141 (-4%)

Value$1.1M (+$5.9K)

Filed 2026-11-05

Squarepoint Ops LLC

DECREASED

Shares25,085 from 258,252

Change-233,167 (-90%)

Value$1.1M (-$9.6M)

Filed 2026-11-09

NFJ Investment Group, LLC

NEW

Shares24,760

Change+24,760

Value$1.1M

Filed 2026-11-09

State of Alaska, Department of Revenue

DECREASED

Shares23,801 from 34,259

Change-10,458 (-31%)

Value$1.0K (-$1.4M)

Filed 2026-10-15

Universal- Beteiligungs- und Servicegesellschaft mbH

DECREASED

Shares23,021 from 24,351

Change-1,330 (-5%)

Value$999.1K (-$8.0K)

Filed 2026-11-10

Police & Firemen's Retirement System of New Jersey

DECREASED

Shares22,164 from 22,926

Change-762 (-3%)

Value$961.9K (+$13.7K)

Filed 2026-11-09

Yousif Capital Management, LLC

INCREASED

Shares21,545 from 19,731

Change+1,814 (+9%)

Value$935.1K (+$119.0K)

Filed 2026-10-22

Amalgamated Bank

INCREASED

Shares21,208 from 19,915

Change+1,293 (+6%)

Value$920 (-$823.1K)

Filed 2026-10-23

Arizona State Retirement System

INCREASED

Shares20,469 from 19,903

Change+566 (+3%)

Value$888.4K (+$65.2K)

Filed 2026-11-03

Commonwealth of Pennsylvania Public School Empls Retrmt SYS

INCREASED

Shares19,388 from 17,485

Change+1,903 (+11%)

Value$841.4K (+$118.3K)

Filed 2026-11-03

Oregon Public Employees Retirement Fund

INCREASED

Shares18,495 from 16,795

Change+1,700 (+10%)

Value$802.7K (+$108.0K)

Filed 2026-10-30

Maryland State Retirement & Pension System

INCREASED

Shares18,338 from 10,784

Change+7,554 (+70%)

Value$795.9K (+$349.8K)

Filed 2026-11-05

Fifth Third Bancorp

INCREASED

Shares17,573 from 16,565

Change+1,008 (+6%)

Value$762.7K (+$77.5K)

Filed 2026-11-05

New York State Teachers Retirement System

UNCHANGED

Shares15,600 from 15,600

Change0 (0%)

Value$677 (-$644.3K)

Filed 2026-10-22

Sumitomo Mitsui Trust Group, Inc.

UNCHANGED

Shares14,864 from 14,864

Change0 (0%)

Value$645.1K (+$30.3K)

Filed 2026-10-29

Oppenheimer & Co Inc

INCREASED

Shares14,386 from 5,142

Change+9,244 (+180%)

Value$624.4K (+$411.7K)

Filed 2026-10-26

Daiwa Securities Group Inc.

INCREASED

Shares13,450 from 7,200

Change+6,250 (+87%)

Value$583.7K (+$285.9K)

Filed 2026-10-29

Smith Group Asset Management, LLC

INCREASED

Shares13,132 from 12,909

Change+223 (+2%)

Value$569.9K (+$36.0K)

Filed 2026-10-27

Truist Financial Corp

DECREASED

Shares12,988 from 15,260

Change-2,272 (-15%)

Value$563.7K (-$67.5K)

Filed 2026-10-30

Wealth Enhancement Advisory Services, LLC

NEW

Shares12,160

Change+12,160

Value$533.9K

Filed 2026-10-13

MacKenzie Financial Corp

DECREASED

Shares11,571 from 51,219

Change-39,648 (-77%)

Value$502.2K (-$1.6M)

Filed 2026-11-02

Pictet Asset Management Holding SA

UNCHANGED

Shares11,161 from 11,161

Change0 (0%)

Value$484.4K (+$22.8K)

Filed 2026-11-03

ProShare Advisors LLC

DECREASED

Shares10,970 from 11,039

Change-69 (-1%)

Value$476.1K (+$19.5K)

Filed 2026-10-29

PNC Financial Services Group, Inc.

DECREASED

Shares10,929 from 12,926

Change-1,997 (-15%)

Value$474.3K (-$60.3K)

Filed 2026-11-06

DekaBank Deutsche Girozentrale

NEW

Shares10,480

Change+10,480

Value$452

Filed 2026-10-27

Citigroup Inc

DECREASED

Shares9,452 from 45,095

Change-35,643 (-79%)

Value$410.2K (-$1.5M)

Filed 2026-11-04

Mutual of America Capital Management LLC

INCREASED

Shares9,389 from 8,445

Change+944 (+11%)

Value$407.5K (+$58.2K)

Filed 2026-10-23

Oppenheimer Asset Management Inc.

INCREASED

Shares8,815 from 8,721

Change+94 (+1%)

Value$382.6K (+$21.9K)

Filed 2026-10-27

Bank of Montreal

INCREASED

Shares8,685 from 6,046

Change+2,639 (+44%)

Value$376.9K (+$126.9K)

Filed 2026-11-09

Xponance LLC

DECREASED

Shares7,620 from 7,721

Change-101 (-1%)

Value$330.7K (+$11.4K)

Filed 2026-11-03

Farther Finance Advisors, LLC

INCREASED

Shares7,187 from 5,490

Change+1,697 (+31%)

Value$311.9K (+$84.9K)

Filed 2026-10-08

Keybank National Association

INCREASED

Shares6,028 from 5,280

Change+748 (+14%)

Value$261.6K (+$43.2K)

Filed 2026-11-04

Handelsbanken Fonder AB

DECREASED

Shares5,399 from 24,128

Change-18,729 (-78%)

Value$234 (-$764)

Filed 2026-11-09

Swiss Life Asset Management Ltd

INCREASED

Shares5,343 from 5,140

Change+203 (+4%)

Value$231.9K (+$19.3K)

Filed 2026-11-03

Levin Capital Strategies, L.P.

DECREASED

Shares5,184 from 7,413

Change-2,229 (-30%)

Value$225.0K (-$81.6K)

Filed 2026-11-02

Y-Intercept (Hong Kong) Ltd

DECREASED

Shares4,829 from 85,479

Change-80,650 (-94%)

Value$209.6K (-$3.3M)

Filed 2026-10-16

Nykredit A/S

UNCHANGED

Shares2,870 from 2,870

Change0 (0%)

Value$124.6K (+$5.9K)

Filed 2026-11-06

EverSource Wealth Advisors, LLC

DECREASED

Shares2,608 from 3,319

Change-711 (-21%)

Value$113.2K (-$24.1K)

Filed 2026-11-04

KBC Group NV

UNCHANGED

Shares2,537 from 2,537

Change0 (0%)

Value$110 (-$104.9K)

Filed 2026-10-22

Mirae Asset Global Investments Co., Ltd.

UNCHANGED

Shares2,040 from 2,040

Change0 (0%)

Value$88.5K (+$4.2K)

Filed 2026-11-03

Sterling Capital Management LLC

INCREASED

Shares1,616 from 1,495

Change+121 (+8%)

Value$70.1K (+$8.3K)

Filed 2026-10-22

Fulcrum Asset Management LLP

NEW

Shares1,504

Change+1,504

Value$64.9K

Filed 2026-11-04

Pinnacle Wealth Planning Services, Inc.

INCREASED

Shares1,255 from 387

Change+868 (+224%)

Value$54.5K (+$38.5K)

Filed 2026-10-27

Gamma Investing LLC

INCREASED

Shares1,036 from 712

Change+324 (+46%)

Value$45.0K (+$15.5K)

Filed 2026-10-08

Hantz Financial Services, Inc.

DECREASED

Shares932 from 1,556

Change-624 (-40%)

Value$40 (-$64.0K)

Filed 2026-11-09

Nisa Investment Advisors, LLC

DECREASED

Shares806 from 2,385

Change-1,579 (-66%)

Value$35.0K (-$63.7K)

Filed 2026-10-20

Salomon & Ludwin, LLC

INCREASED

Shares592 from 66

Change+526 (+797%)

Value$25.7K (+$23.0K)

Filed 2026-10-29

Silvant Capital Management LLC

UNCHANGED

Shares475 from 475

Change0 (0%)

Value$20.6K (+$969)

Filed 2026-11-09

Private Trust Co NA

DECREASED

Shares467 from 583

Change-116 (-20%)

Value$20.3K (-$3.8K)

Filed 2026-10-20

Essential Partners LLC

INCREASED

Shares452 from 8

Change+444 (+5550%)

Value$19.6K (+$19.3K)

Filed 2026-10-14

Caitong International Asset Management Co., Ltd

INCREASED

Shares415 from 160

Change+255 (+159%)

Value$18.0K (+$11.4K)

Filed 2026-10-29

UMB Bank, n.a.

INCREASED

Shares383 from 246

Change+137 (+56%)

Value$16.6K (+$6.4K)

Filed 2026-11-06

SJS Investment Consulting Inc.

INCREASED

Shares370 from 16

Change+354 (+2213%)

Value$16.1K (+$15.4K)

Filed 2026-10-26

Mitsubishi UFJ Asset Management Co., Ltd.

UNCHANGED

Shares368 from 368

Change0 (0%)

Value$16.0K (+$751)

Filed 2026-11-05

IFP Advisors, Inc

INCREASED

Shares244 from 79

Change+165 (+209%)

Value$10.6K (+$7.3K)

Filed 2026-10-16

Clearstead Advisors, LLC

INCREASED

Shares231 from 198

Change+33 (+17%)

Value$10.0K (+$1.8K)

Filed 2026-11-06

Parkside Financial Bank & Trust

DECREASED

Shares223 from 253

Change-30 (-12%)

Value$9.7K (-$786)

Filed 2026-10-27

Parallel Advisors, LLC

INCREASED

Shares200 from 157

Change+43 (+27%)

Value$8.7K (+$2.2K)

Filed 2026-11-03

Signaturefd, LLC

DECREASED

Shares191 from 227

Change-36 (-16%)

Value$8.3K (-$1.1K)

Filed 2026-10-23

Allworth Financial LP

INCREASED

Shares179 from 132

Change+47 (+36%)

Value$7.4K (+$1.9K)

Filed 2026-11-06

Assetmark, Inc

INCREASED

Shares132 from 118

Change+14 (+12%)

Value$5.7K (+$849)

Filed 2026-10-21

Bare Financial Services, Inc

INCREASED

Shares118 from 19

Change+99 (+521%)

Value$5.1K (+$4.3K)

Filed 2026-11-04

Covestor Ltd

DECREASED

Shares100 from 106

Change-6 (-6%)

Value$4 ($0)

Filed 2026-10-30

Danske Bank A/S

UNCHANGED

Shares100 from 100

Change0 (0%)

Value$4.3K (+$204)

Filed 2026-11-09

Root Financial Partners, LLC

NEW

Shares84

Change+84

Value$3.6K

Filed 2026-10-21

UMB Private Wealth Management, LLC

NEW

Shares72

Change+72

Value$3.1K

Filed 2026-10-19

Farmers & Merchants Investments Inc

INCREASED

Shares71 from 37

Change+34 (+92%)

Value$3.1K (+$1.6K)

Filed 2026-10-22

MassMutual Private Wealth & Trust, FSB

DECREASED

Shares61 from 63

Change-2 (-3%)

Value$2.6K (+$41)

Filed 2026-10-05

Harbor Investment Advisory, LLC

UNCHANGED

Shares50 from 50

Change0 (0%)

Value$2.2K (+$102)

Filed 2026-10-13

Wolff Wiese Magana LLC

UNCHANGED

Shares48 from 48

Change0 (0%)

Value$2.1K (+$98)

Filed 2026-10-15

Fortitude Family Office, LLC

INCREASED

Shares40 from 20

Change+20 (+100%)

Value$1.7K (+$909)

Filed 2026-10-14

True Wealth Design, LLC

INCREASED

Shares36 from 2

Change+34 (+1700%)

Value$1.6K (+$1.5K)

Filed 2026-10-13

JFS Wealth Advisors, LLC

INCREASED

Shares27 from 17

Change+10 (+59%)

Value$1.2K (+$468)

Filed 2026-11-03

Provenance Wealth Advisors, LLC

NEW

Shares26

Change+26

Value$1.1K

Filed 2026-10-30

Zions Bancorporation, National Association

INCREASED

Shares21 from 15

Change+6 (+40%)

Value$911 (+$291)

Filed 2026-11-06

Physician Wealth Advisors, Inc.

INCREASED

Shares20 from 11

Change+9 (+82%)

Value$868 (+$413)

Filed 2026-10-20

Rossby Financial, LCC

UNCHANGED

Shares18 from 18

Change0 (0%)

Value$781 (+$37)

Filed 2026-11-05

Ascentis Wealth Management, LLC

NEW

Shares17

Change+17

Value$737

Filed 2026-11-03

CoreCap Advisors, LLC

NEW

Shares15

Change+15

Value$651

Filed 2026-10-08

Valley National Advisers Inc

NEW

Shares13

Change+13

Value$565

Filed 2026-10-23

Burk Holdings LLC

NEW

Shares12

Change+12

Value$521

Filed 2026-11-05

SouthState Bank Corp

NEW

Shares11

Change+11

Value$478

Filed 2026-11-09

Cedar Mountain Advisors, LLC

NEW

Shares11

Change+11

Value$477

Filed 2026-10-15

Gilpin Wealth Management, LLC

INCREASED

Shares11 from 5

Change+6 (+120%)

Value$478 (+$271)

Filed 2026-10-09

Silver Grove Financial Group, Inc.

INCREASED

Shares10 from 8

Change+2 (+25%)

Value$434 (+$103)

Filed 2026-11-05

Davis Capital Management

INCREASED

Shares7 from 4

Change+3 (+75%)

Value$304 (+$139)

Filed 2026-10-08

Proathlete Wealth Management LLC

NEW

Shares5

Change+5

Value$217

Filed 2026-10-15

Financial Consulate, Inc

NEW

Shares5

Change+5

Value$217

Filed 2026-10-23

Larson Financial Group LLC

DECREASED

Shares4 from 327

Change-323 (-99%)

Value$174 (-$13.4K)

Filed 2026-11-05

Manchester Capital Management LLC

NEW

Shares3

Change+3

Value$131

Filed 2026-10-22

Bay Harbor Wealth Management, LLC

INCREASED

Shares3 from 1

Change+2 (+200%)

Value$130 (+$89)

Filed 2026-11-03

DiNuzzo Private Wealth, Inc.

DECREASED

Shares3 from 4

Change-1 (-25%)

Value$131 (-$35)

Filed 2026-10-16

Abound Wealth Management

UNCHANGED

Shares3 from 3

Change0 (0%)

Value$131 (+$6)

Filed 2026-10-26

Hughes Financial Services, LLC

UNCHANGED

Shares2 from 2

Change0 (0%)

Value$89 (+$6)

Filed 2026-10-30

GHP Investment Advisors, Inc.

UNCHANGED

Shares1 from 1

Change0 (0%)

Value$44 (+$2)

Filed 2026-10-15

Natixis

CLOSED

Shares0 from 35,000

Change-35,000 (-100%)

Value$0 (-$1.4M)

Filed 2026-11-06

Jefferies Financial Group Inc.

CLOSED

Shares0 from 28,807

Change-28,807 (-100%)

Value$0 (-$1.2M)

Filed 2026-11-05

Intech Investment Management LLC

CLOSED

Shares0 from 21,244

Change-21,244 (-100%)

Value$0 (-$878.7K)

Filed 2026-11-09

Inspire Investing, LLC

CLOSED

Shares0 from 5,821

Change-5,821 (-100%)

Value$0 (-$240.8K)

Filed 2026-10-22

Tema Etfs LLC

CLOSED

Shares0 from 1,366

Change-1,366 (-100%)

Value$0 (-$56.5K)

Filed 2026-10-16

Summit Securities Group LLC

CLOSED

Shares0 from 1,340

Change-1,340 (-100%)

Value$0 (-$55.4K)

Filed 2026-11-05

State of Wyoming

CLOSED

Shares0 from 439

Change-439 (-100%)

Value$0 (-$18.2K)

Filed 2026-10-28

SBI Securities Co., Ltd.

CLOSED

Shares0 from 17

Change-17 (-100%)

Value$0 (-$703)

Filed 2026-10-22

Creative Capital Management Investments LLC

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 (-$290)

Filed 2026-10-28

Evolution Advisers, Inc.

CLOSED

Shares0 from 7

Change-7 (-100%)

Value$0 ($0)

Filed 2026-11-06

Plante Moran Financial Advisors, LLC

CLOSED

Shares0 from 6

Change-6 (-100%)

Value$0 (-$248)

Filed 2026-11-04

Bayforest Capital Ltd

CLOSED

Shares0 from 2

Change-2 (-100%)

Value$0 (-$83)

Filed 2026-11-03

DecisionPoint Financial, LLC

CLOSED

Shares0 from 1

Change-1 (-100%)

Value$0 (-$41)

Filed 2026-10-27

BlackRock, Inc.

N/A

Shares— from 11,972,263

Change-11,972,263 (-100%)

Value—

Millennium Management LLC

N/A

Shares— from 5,619,498

Change-5,619,498 (-100%)

Value—

Wellington Management Group LLP

N/A

Shares— from 5,189,963

Change-5,189,963 (-100%)

Value—

Price T Rowe Associates Inc

N/A

Shares— from 5,167,251

Change-5,167,251 (-100%)

Value—

Vanguard Portfolio Management LLC

N/A

Shares— from 4,674,073

Change-4,674,073 (-100%)

Value—

Vanguard Capital Management LLC

N/A

Shares— from 3,550,308

Change-3,550,308 (-100%)

Value—

State Street Corp

N/A

Shares— from 3,117,991

Change-3,117,991 (-100%)

Value—

Capital World Investors

N/A

Shares— from 2,524,018

Change-2,524,018 (-100%)

Value—

Westfield Capital Management Co LP

N/A

Shares— from 1,729,424

Change-1,729,424 (-100%)

Value—

JPMorgan Chase & Co

N/A

Shares— from 1,520,835

Change-1,520,835 (-100%)

Value—

Goldman Sachs Group Inc

N/A

Shares— from 1,428,505

Change-1,428,505 (-100%)

Value—

Adage Capital Partners GP, L.L.C.

N/A

Shares— from 1,391,217

Change-1,391,217 (-100%)

Value—

Samlyn Capital, LLC

N/A

Shares— from 1,269,100

Change-1,269,100 (-100%)

Value—

Capital Research Global Investors

N/A

Shares— from 1,231,923

Change-1,231,923 (-100%)

Value—

Balyasny Asset Management L.P.

N/A

Shares— from 1,113,093

Change-1,113,093 (-100%)

Value—

Morgan Stanley

N/A

Shares— from 1,084,346

Change-1,084,346 (-100%)

Value—

Junto Capital Management LP

N/A

Shares— from 1,078,672

Change-1,078,672 (-100%)

Value—

Point72 Asset Management, L.P.

N/A

Shares— from 1,004,669

Change-1,004,669 (-100%)

Value—

Bamco Inc

N/A

Shares— from 828,911

Change-828,911 (-100%)

Value—

Northern Trust Corp

N/A

Shares— from 802,242

Change-802,242 (-100%)

Value—

Raymond James Financial Inc

N/A

Shares— from 735,937

Change-735,937 (-100%)

Value—

Charles Schwab Investment Management Inc

N/A

Shares— from 689,492

Change-689,492 (-100%)

Value—

Advent International, L.P.

N/A

Shares— from 683,432

Change-683,432 (-100%)

Value—

Bank of America Corp

N/A

Shares— from 643,171

Change-643,171 (-100%)

Value—

Franklin Resources Inc

N/A

Shares— from 547,000

Change-547,000 (-100%)

Value—

UBS Group AG

N/A

Shares— from 501,320

Change-501,320 (-100%)

Value—

Vanguard Fiduciary Trust Co

N/A

Shares— from 500,049

Change-500,049 (-100%)

Value—

Nuveen, LLC

N/A

Shares— from 488,219

Change-488,219 (-100%)

Value—

Woodline Partners LP

N/A

Shares— from 466,529

Change-466,529 (-100%)

Value—

Schonfeld Strategic Advisors LLC

N/A

Shares— from 437,016

Change-437,016 (-100%)

Value—

Fred Alger Management, LLC

N/A

Shares— from 360,029

Change-360,029 (-100%)

Value—

Voloridge Investment Management, LLC

N/A

Shares— from 358,586

Change-358,586 (-100%)

Value—

Rockefeller Capital Management L.P.

N/A

Shares— from 350,476

Change-350,476 (-100%)

Value—

Public Sector Pension Investment Board

N/A

Shares— from 347,876

Change-347,876 (-100%)

Value—

Lazard Asset Management LLC

N/A

Shares— from 320,853

Change-320,853 (-100%)

Value—

Grantham, Mayo, Van Otterloo & Co. LLC

N/A

Shares— from 318,500

Change-318,500 (-100%)

Value—

Tidal Investments LLC

N/A

Shares— from 314,523

Change-314,523 (-100%)

Value—

Marshall Wace, LLP

N/A

Shares— from 301,956

Change-301,956 (-100%)

Value—

Engle Capital Management, L.P.

N/A

Shares— from 300,000

Change-300,000 (-100%)

Value—

Wells Fargo & Company

N/A

Shares— from 272,665

Change-272,665 (-100%)

Value—

Inherent Management Corp.

N/A

Shares— from 263,729

Change-263,729 (-100%)

Value—

Segall Bryant & Hamill, LLC

N/A

Shares— from 260,788

Change-260,788 (-100%)

Value—

Invesco Ltd.

N/A

Shares— from 233,314

Change-233,314 (-100%)

Value—

Trexquant Investment LP

N/A

Shares— from 226,578

Change-226,578 (-100%)

Value—

Renaissance Technologies LLC

N/A

Shares— from 213,300

Change-213,300 (-100%)

Value—

State of Wisconsin Investment Board

N/A

Shares— from 192,648

Change-192,648 (-100%)

Value—

Arrowstreet Capital, Limited Partnership

N/A

Shares— from 190,163

Change-190,163 (-100%)

Value—

Citadel Advisors LLC

N/A

Shares— from 182,893

Change-182,893 (-100%)

Value—

Rhumbline Advisers

N/A

Shares— from 176,984

Change-176,984 (-100%)

Value—

Delta Global Management LP

N/A

Shares— from 174,120

Change-174,120 (-100%)

Value—

HSBC Holdings PLC

N/A

Shares— from 172,408

Change-172,408 (-100%)

Value—

XTX Topco Ltd

N/A

Shares— from 164,013

Change-164,013 (-100%)

Value—

Legal & General Group Plc

N/A

Shares— from 161,167

Change-161,167 (-100%)

Value—

Jupiter Topco LLC

N/A

Shares— from 160,014

Change-160,014 (-100%)

Value—

Ameriprise Financial Inc

N/A

Shares— from 150,179

Change-150,179 (-100%)

Value—

Quantinno Capital Management LP

N/A

Shares— from 147,634

Change-147,634 (-100%)

Value—

Swiss National Bank

N/A

Shares— from 144,800

Change-144,800 (-100%)

Value—

Prana Capital Management, LP

N/A

Shares— from 143,222

Change-143,222 (-100%)

Value—

Healthcare of Ontario Pension Plan Trust Fund

N/A

Shares— from 133,567

Change-133,567 (-100%)

Value—

George Kaiser Family Foundation

N/A

Shares— from 124,406

Change-124,406 (-100%)

Value—

FMR LLC

N/A

Shares— from 121,628

Change-121,628 (-100%)

Value—

Susquehanna International Group, LLP

N/A

Shares— from 120,367

Change-120,367 (-100%)

Value—

Qube Research & Technologies Ltd

N/A

Shares— from 117,256

Change-117,256 (-100%)

Value—

Van Eck Associates Corp

N/A

Shares— from 112,120

Change-112,120 (-100%)

Value—

UBS Asset Management Americas LLC

N/A

Shares— from 111,890

Change-111,890 (-100%)

Value—

BNP Paribas Financial Markets

N/A

Shares— from 104,781

Change-104,781 (-100%)

Value—

Alliancebernstein L.P.

N/A

Shares— from 97,917

Change-97,917 (-100%)

Value—

Weiss Asset Management LP

N/A

Shares— from 85,933

Change-85,933 (-100%)

Value—

Engineers Gate Manager LP

N/A

Shares— from 85,654

Change-85,654 (-100%)

Value—

California State Teachers Retirement System

N/A

Shares— from 82,586

Change-82,586 (-100%)

Value—

Prudential Financial Inc

N/A

Shares— from 76,055

Change-76,055 (-100%)

Value—

AQR Capital Management LLC

N/A

Shares— from 70,926

Change-70,926 (-100%)

Value—

Vanguard Asset Management, Ltd

N/A

Shares— from 67,216

Change-67,216 (-100%)

Value—

Envestnet Asset Management Inc

N/A

Shares— from 66,372

Change-66,372 (-100%)

Value—

SEI Investments Co

N/A

Shares— from 57,590

Change-57,590 (-100%)

Value—

National Bank of Canada

N/A

Shares— from 55,179

Change-55,179 (-100%)

Value—

GSA Capital Partners LLP

N/A

Shares— from 48,210

Change-48,210 (-100%)

Value—

Aquatic Capital Management LLC

N/A

Shares— from 46,739

Change-46,739 (-100%)

Value—

MetLife Investment Management, LLC

N/A

Shares— from 45,416

Change-45,416 (-100%)

Value—

Winton Group Ltd

N/A

Shares— from 42,796

Change-42,796 (-100%)

Value—

First Trust Advisors LP

N/A

Shares— from 41,491

Change-41,491 (-100%)

Value—

Manufacturers Life Insurance Company, the

N/A

Shares— from 40,213

Change-40,213 (-100%)

Value—

Man Group plc

N/A

Shares— from 39,781

Change-39,781 (-100%)

Value—

Zurcher Kantonalbank (Zurich Cantonalbank)

N/A

Shares— from 39,358

Change-39,358 (-100%)

Value—

Natixis Advisors, LLC

N/A

Shares— from 37,916

Change-37,916 (-100%)

Value—

Jones Financial Companies Lllp

N/A

Shares— from 37,290

Change-37,290 (-100%)

Value—

Mirae Asset Global Etfs Holdings Ltd.

N/A

Shares— from 35,642

Change-35,642 (-100%)

Value—

Pathstone Holdings, LLC

N/A

Shares— from 33,163

Change-33,163 (-100%)

Value—

Twinbeech Capital LP

N/A

Shares— from 30,400

Change-30,400 (-100%)

Value—

Vanguard Global Advisers, LLC

N/A

Shares— from 28,877

Change-28,877 (-100%)

Value—

New York State Common Retirement Fund

N/A

Shares— from 27,354

Change-27,354 (-100%)

Value—

Arax Advisory Partners

N/A

Shares— from 23,931

Change-23,931 (-100%)

Value—

State of Tennessee, Department of Treasury

N/A

Shares— from 22,645

Change-22,645 (-100%)

Value—

Neo Ivy Capital Management

N/A

Shares— from 21,366

Change-21,366 (-100%)

Value—

Two Sigma Securities, LLC

N/A

Shares— from 21,102

Change-21,102 (-100%)

Value—

Keebeck Wealth Management

N/A

Shares— from 20,889

Change-20,889 (-100%)

Value—

Bridgefront Capital, LLC

N/A

Shares— from 18,893

Change-18,893 (-100%)

Value—

KLP Kapitalforvaltning AS

N/A

Shares— from 18,300

Change-18,300 (-100%)

Value—

Fieldview Capital Management, LLC

N/A

Shares— from 18,199

Change-18,199 (-100%)

Value—

Hudson Bay Capital Management LP

N/A

Shares— from 18,174

Change-18,174 (-100%)

Value—

Royal Bank of Canada

N/A

Shares— from 17,874

Change-17,874 (-100%)

Value—

ExodusPoint Capital Management, LP

N/A

Shares— from 17,510

Change-17,510 (-100%)

Value—

Vanguard Investments Australia, Ltd.

N/A

Shares— from 17,413

Change-17,413 (-100%)

Value—

State Board of Administration of Florida Retirement System

N/A

Shares— from 15,409

Change-15,409 (-100%)

Value—

Voya Investment Management LLC

N/A

Shares— from 14,824

Change-14,824 (-100%)

Value—

Two Sigma Investments, LP

N/A

Shares— from 14,587

Change-14,587 (-100%)

Value—

CIBC World Market Inc.

N/A

Shares— from 14,410

Change-14,410 (-100%)

Value—

Neuberger Berman Group LLC

N/A

Shares— from 14,309

Change-14,309 (-100%)

Value—

LOS Angeles Capital Management LLC

N/A

Shares— from 13,539

Change-13,539 (-100%)

Value—

Brevan Howard Capital Management LP

N/A

Shares— from 13,342

Change-13,342 (-100%)

Value—

Victory Capital Management Inc

N/A

Shares— from 12,241

Change-12,241 (-100%)

Value—

Mitsubishi UFJ Trust & Banking Corp

N/A

Shares— from 12,119

Change-12,119 (-100%)

Value—

Dark Forest Capital Management LP

N/A

Shares— from 11,883

Change-11,883 (-100%)

Value—

Mangrove Partners IM, LLC

N/A

Shares— from 11,558

Change-11,558 (-100%)

Value—

FOX RUN Management, L.L.C.

N/A

Shares— from 11,490

Change-11,490 (-100%)

Value—

Jump Financial, LLC

N/A

Shares— from 11,364

Change-11,364 (-100%)

Value—

Bull Harbor Capital LLC

N/A

Shares— from 9,880

Change-9,880 (-100%)

Value—

CIBC Bancorp USA Inc.

N/A

Shares— from 9,402

Change-9,402 (-100%)

Value—

Cetera Investment Advisers

N/A

Shares— from 9,204

Change-9,204 (-100%)

Value—

Public Employees Retirement Association of Colorado

N/A

Shares— from 8,563

Change-8,563 (-100%)

Value—

Canada Pension Plan Investment Board

N/A

Shares— from 8,400

Change-8,400 (-100%)

Value—

Blair William & Co

N/A

Shares— from 8,226

Change-8,226 (-100%)

Value—

Ameritas Investment Partners, Inc.

N/A

Shares— from 7,055

Change-7,055 (-100%)

Value—

Steward Partners Investment Advisory, LLC

N/A

Shares— from 6,430

Change-6,430 (-100%)

Value—

Guggenheim Capital LLC

N/A

Shares— from 6,353

Change-6,353 (-100%)

Value—

Capstone Investment Advisors, LLC

N/A

Shares— from 5,998

Change-5,998 (-100%)

Value—

Mercer Global Advisors Inc

N/A

Shares— from 5,483

Change-5,483 (-100%)

Value—

Aigen Investment Management, LP

N/A

Shares— from 5,199

Change-5,199 (-100%)

Value—

Freestone Grove Partners LP

N/A

Shares— from 4,404

Change-4,404 (-100%)

Value—

New Age Alpha Advisors, LLC

N/A

Shares— from 3,370

Change-3,370 (-100%)

Value—

Global Retirement Partners, LLC

N/A

Shares— from 3,035

Change-3,035 (-100%)

Value—

Tower Research Capital LLC (TRC)

N/A

Shares— from 2,427

Change-2,427 (-100%)

Value—

Quantbot Technologies LP

N/A

Shares— from 1,304

Change-1,304 (-100%)

Value—

BNP Paribas Asset Management Holding S.A.

N/A

Shares— from 1,148

Change-1,148 (-100%)

Value—

Whittier Trust Co of Nevada Inc

N/A

Shares— from 799

Change-799 (-100%)

Value—

Optiver Holding B.V.

N/A

Shares— from 589

Change-589 (-100%)

Value—

Kemnay Advisory Services Inc.

N/A

Shares— from 582

Change-582 (-100%)

Value—

Harvest Fund Management Co., Ltd

N/A

Shares— from 512

Change-512 (-100%)

Value—

Kilter Group LLC

N/A

Shares— from 493

Change-493 (-100%)

Value—

Osaic Holdings, Inc.

N/A

Shares— from 330

Change-330 (-100%)

Value—

Huntington National Bank

N/A

Shares— from 243

Change-243 (-100%)

Value—

Quarry LP

N/A

Shares— from 225

Change-225 (-100%)

Value—

Smartleaf Asset Management LLC

N/A

Shares— from 184

Change-184 (-100%)

Value—

Federation des caisses Desjardins du Quebec

N/A

Shares— from 126

Change-126 (-100%)

Value—

Private Wealth Asset Management, LLC

N/A

Shares— from 51

Change-51 (-100%)

Value—

Northwestern Mutual Wealth Management Co

N/A

Shares— from 38

Change-38 (-100%)

Value—

Rothschild Investment LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Bogart Wealth, LLC

N/A

Shares— from 36

Change-36 (-100%)

Value—

Keating Financial Advisory Services, Inc.

N/A

Shares— from 35

Change-35 (-100%)

Value—

CVA Family Office, LLC

N/A

Shares— from 16

Change-16 (-100%)

Value—

Prestige Wealth Management Group LLC

N/A

Shares— from 15

Change-15 (-100%)

Value—

Ankerstar Wealth, LLC

N/A

Shares— from 9

Change-9 (-100%)

Value—

Fiduciary Financial Advisors

N/A

Shares— from 8

Change-8 (-100%)

Value—

HFM Investment Advisors, LLC

N/A

Shares— from 6

Change-6 (-100%)

Value—

Rialto Wealth Management, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

LRI Investments, LLC

N/A

Shares— from 2

Change-2 (-100%)

Value—

	Status
William Blair Investment Management, LLC	INCREASED	2,276,447	1,930,015	+346,432	+18%	$79.8M	$98.8M	+$19.0M	2026-11-06
Geode Capital Management, LLC	INCREASED	2,131,546	2,016,372	+115,174	+6%	$83.4M	$92.5M	+$9.1M	2026-11-06
Wasatch Advisors LP	INCREASED	936,744	905,245	+31,499	+3%	$37.4M	$40.7M	+$3.2M	2026-10-13
Bank of New York Mellon Corp	INCREASED	542,007	525,918	+16,089	+3%	$21.8M	$23.5M	+$1.8M	2026-11-05
TimesSquare Capital Management, LLC	INCREASED	437,981	349,666	+88,315	+25%	$14.5M	$19.0M	+$4.5M	2026-11-03
Principal Financial Group Inc	INCREASED	393,441	356,662	+36,779	+10%	$14.8M	$17.1M	+$2.3M	2026-11-02
Ceredex Value Advisors LLC	INCREASED	235,650	219,650	+16,000	+7%	$9.1M	$10.2M	+$1.1M	2026-11-09
Dimensional Fund Advisors LP	INCREASED	212,795	24,130	+188,665	+782%	$998.0K	$9.2M	+$8.2M	2026-11-04
Barclays PLC	DECREASED	173,160	209,018	-35,858	-17%	$8.6M	$7.5M	-$1.1M	2026-11-06
Ibex Wealth Advisors	INCREASED	126,365	121,785	+4,580	+4%	$5.0M	$5.5M	+$447.2K	2026-11-06
LPL Financial LLC	INCREASED	124,510	124,366	+144	+0%	$5.1M	$5.4M	+$260.0K	2026-11-06
Trillium Asset Management, LLC	DECREASED	105,723	106,446	-723	-1%	$4.4M	$4.6M	+$185.8K	2026-11-09
Deutsche Bank Ag\	DECREASED	78,935	80,421	-1,486	-2%	$3.3M	$3.4M	+$99.6K	2026-11-06
Bessemer Group Inc	INCREASED	57,401	56,925	+476	+1%	$2.4M	$2.5K	-$2.4M	2026-11-09
Thrivent Financial for Lutherans	INCREASED	52,338	48,418	+3,920	+8%	$2.0M	$2.3K	-$2.0M	2026-11-05
US Bancorp \de\	INCREASED	45,704	45,694	+10	+0%	$1.9M	$2.0M	+$93.7K	2026-11-05
Strs Ohio	INCREASED	38,300	29,400	+8,900	+30%	$1.2M	$1.7M	+$446.2K	2026-10-30
Teachers Retirement System of the State of Kentucky	UNCHANGED	36,660	36,660	0	0%	$1.5M	$1.6K	-$1.5M	2026-11-10
Louisiana State Employees Retirement System	INCREASED	35,100	32,300	+2,800	+9%	$1.3M	$1.5M	+$187.4K	2026-10-20
Bokf, NA	UNCHANGED	31,000	31,000	0	0%	$1.3M	$1.3M	+$63.2K	2026-10-27
Alps Advisors Inc	INCREASED	29,150	29,015	+135	+0%	$1.2M	$1.3M	+$65.1K	2026-11-03
Amundi	DECREASED	28,713	48,150	-19,437	-40%	$2.0M	$1.2M	-$745.1K	2026-11-06
Russell Investments Group, Ltd.	DECREASED	28,226	29,016	-790	-3%	$1.2M	$1.2M	+$24.9K	2026-11-06
Creative Planning	INCREASED	26,761	17,615	+9,146	+52%	$728.6K	$1.2M	+$432.9K	2026-11-02
State of New Jersey Common Pension Fund D	DECREASED	26,039	27,180	-1,141	-4%	$1.1M	$1.1M	+$5.9K	2026-11-05
Squarepoint Ops LLC	DECREASED	25,085	258,252	-233,167	-90%	$10.7M	$1.1M	-$9.6M	2026-11-09
NFJ Investment Group, LLC	NEW	24,760	—	+24,760	—	—	$1.1M	—	2026-11-09
State of Alaska, Department of Revenue	DECREASED	23,801	34,259	-10,458	-31%	$1.4M	$1.0K	-$1.4M	2026-10-15
Universal- Beteiligungs- und Servicegesellschaft mbH	DECREASED	23,021	24,351	-1,330	-5%	$1.0M	$999.1K	-$8.0K	2026-11-10
Police & Firemen's Retirement System of New Jersey	DECREASED	22,164	22,926	-762	-3%	$948.2K	$961.9K	+$13.7K	2026-11-09
Yousif Capital Management, LLC	INCREASED	21,545	19,731	+1,814	+9%	$816.1K	$935.1K	+$119.0K	2026-10-22
Amalgamated Bank	INCREASED	21,208	19,915	+1,293	+6%	$824.0K	$920	-$823.1K	2026-10-23
Arizona State Retirement System	INCREASED	20,469	19,903	+566	+3%	$823.2K	$888.4K	+$65.2K	2026-11-03
Commonwealth of Pennsylvania Public School Empls Retrmt SYS	INCREASED	19,388	17,485	+1,903	+11%	$723.2K	$841.4K	+$118.3K	2026-11-03
Oregon Public Employees Retirement Fund	INCREASED	18,495	16,795	+1,700	+10%	$694.6K	$802.7K	+$108.0K	2026-10-30
Maryland State Retirement & Pension System	INCREASED	18,338	10,784	+7,554	+70%	$446.0K	$795.9K	+$349.8K	2026-11-05
Fifth Third Bancorp	INCREASED	17,573	16,565	+1,008	+6%	$685.1K	$762.7K	+$77.5K	2026-11-05
New York State Teachers Retirement System	UNCHANGED	15,600	15,600	0	0%	$645.0K	$677	-$644.3K	2026-10-22
Sumitomo Mitsui Trust Group, Inc.	UNCHANGED	14,864	14,864	0	0%	$614.8K	$645.1K	+$30.3K	2026-10-29
Oppenheimer & Co Inc	INCREASED	14,386	5,142	+9,244	+180%	$212.7K	$624.4K	+$411.7K	2026-10-26
Daiwa Securities Group Inc.	INCREASED	13,450	7,200	+6,250	+87%	$297.8K	$583.7K	+$285.9K	2026-10-29
Smith Group Asset Management, LLC	INCREASED	13,132	12,909	+223	+2%	$533.9K	$569.9K	+$36.0K	2026-10-27
Truist Financial Corp	DECREASED	12,988	15,260	-2,272	-15%	$631.2K	$563.7K	-$67.5K	2026-10-30
Wealth Enhancement Advisory Services, LLC	NEW	12,160	—	+12,160	—	—	$533.9K	—	2026-10-13
MacKenzie Financial Corp	DECREASED	11,571	51,219	-39,648	-77%	$2.1M	$502.2K	-$1.6M	2026-11-02
Pictet Asset Management Holding SA	UNCHANGED	11,161	11,161	0	0%	$461.6K	$484.4K	+$22.8K	2026-11-03
ProShare Advisors LLC	DECREASED	10,970	11,039	-69	-1%	$456.6K	$476.1K	+$19.5K	2026-10-29
PNC Financial Services Group, Inc.	DECREASED	10,929	12,926	-1,997	-15%	$534.6K	$474.3K	-$60.3K	2026-11-06
DekaBank Deutsche Girozentrale	NEW	10,480	—	+10,480	—	—	$452	—	2026-10-27
Citigroup Inc	DECREASED	9,452	45,095	-35,643	-79%	$1.9M	$410.2K	-$1.5M	2026-11-04
Mutual of America Capital Management LLC	INCREASED	9,389	8,445	+944	+11%	$349.3K	$407.5K	+$58.2K	2026-10-23
Oppenheimer Asset Management Inc.	INCREASED	8,815	8,721	+94	+1%	$360.7K	$382.6K	+$21.9K	2026-10-27
Bank of Montreal	INCREASED	8,685	6,046	+2,639	+44%	$250.1K	$376.9K	+$126.9K	2026-11-09
Xponance LLC	DECREASED	7,620	7,721	-101	-1%	$319.3K	$330.7K	+$11.4K	2026-11-03
Farther Finance Advisors, LLC	INCREASED	7,187	5,490	+1,697	+31%	$227.1K	$311.9K	+$84.9K	2026-10-08
Keybank National Association	INCREASED	6,028	5,280	+748	+14%	$218.4K	$261.6K	+$43.2K	2026-11-04
Handelsbanken Fonder AB	DECREASED	5,399	24,128	-18,729	-78%	$998	$234	-$764	2026-11-09
Swiss Life Asset Management Ltd	INCREASED	5,343	5,140	+203	+4%	$212.6K	$231.9K	+$19.3K	2026-11-03
Levin Capital Strategies, L.P.	DECREASED	5,184	7,413	-2,229	-30%	$306.6K	$225.0K	-$81.6K	2026-11-02
Y-Intercept (Hong Kong) Ltd	DECREASED	4,829	85,479	-80,650	-94%	$3.5M	$209.6K	-$3.3M	2026-10-16
Nykredit A/S	UNCHANGED	2,870	2,870	0	0%	$118.7K	$124.6K	+$5.9K	2026-11-06
EverSource Wealth Advisors, LLC	DECREASED	2,608	3,319	-711	-21%	$137.3K	$113.2K	-$24.1K	2026-11-04
KBC Group NV	UNCHANGED	2,537	2,537	0	0%	$105.0K	$110	-$104.9K	2026-10-22
Mirae Asset Global Investments Co., Ltd.	UNCHANGED	2,040	2,040	0	0%	$84.4K	$88.5K	+$4.2K	2026-11-03
Sterling Capital Management LLC	INCREASED	1,616	1,495	+121	+8%	$61.8K	$70.1K	+$8.3K	2026-10-22
Fulcrum Asset Management LLP	NEW	1,504	—	+1,504	—	—	$64.9K	—	2026-11-04
Pinnacle Wealth Planning Services, Inc.	INCREASED	1,255	387	+868	+224%	$16.0K	$54.5K	+$38.5K	2026-10-27
Gamma Investing LLC	INCREASED	1,036	712	+324	+46%	$29.4K	$45.0K	+$15.5K	2026-10-08
Hantz Financial Services, Inc.	DECREASED	932	1,556	-624	-40%	$64.0K	$40	-$64.0K	2026-11-09
Nisa Investment Advisors, LLC	DECREASED	806	2,385	-1,579	-66%	$98.6K	$35.0K	-$63.7K	2026-10-20
Salomon & Ludwin, LLC	INCREASED	592	66	+526	+797%	$2.7K	$25.7K	+$23.0K	2026-10-29
Silvant Capital Management LLC	UNCHANGED	475	475	0	0%	$19.6K	$20.6K	+$969	2026-11-09
Private Trust Co NA	DECREASED	467	583	-116	-20%	$24.1K	$20.3K	-$3.8K	2026-10-20
Essential Partners LLC	INCREASED	452	8	+444	+5550%	$331	$19.6K	+$19.3K	2026-10-14
Caitong International Asset Management Co., Ltd	INCREASED	415	160	+255	+159%	$6.6K	$18.0K	+$11.4K	2026-10-29
UMB Bank, n.a.	INCREASED	383	246	+137	+56%	$10.2K	$16.6K	+$6.4K	2026-11-06
SJS Investment Consulting Inc.	INCREASED	370	16	+354	+2213%	$662	$16.1K	+$15.4K	2026-10-26
Mitsubishi UFJ Asset Management Co., Ltd.	UNCHANGED	368	368	0	0%	$15.2K	$16.0K	+$751	2026-11-05
IFP Advisors, Inc	INCREASED	244	79	+165	+209%	$3.3K	$10.6K	+$7.3K	2026-10-16
Clearstead Advisors, LLC	INCREASED	231	198	+33	+17%	$8.2K	$10.0K	+$1.8K	2026-11-06
Parkside Financial Bank & Trust	DECREASED	223	253	-30	-12%	$10.5K	$9.7K	-$786	2026-10-27
Parallel Advisors, LLC	INCREASED	200	157	+43	+27%	$6.5K	$8.7K	+$2.2K	2026-11-03
Signaturefd, LLC	DECREASED	191	227	-36	-16%	$9.4K	$8.3K	-$1.1K	2026-10-23
Allworth Financial LP	INCREASED	179	132	+47	+36%	$5.5K	$7.4K	+$1.9K	2026-11-06
Assetmark, Inc	INCREASED	132	118	+14	+12%	$4.9K	$5.7K	+$849	2026-10-21
Bare Financial Services, Inc	INCREASED	118	19	+99	+521%	$786	$5.1K	+$4.3K	2026-11-04
Covestor Ltd	DECREASED	100	106	-6	-6%	$4	$4	$0	2026-10-30
Danske Bank A/S	UNCHANGED	100	100	0	0%	$4.1K	$4.3K	+$204	2026-11-09
Root Financial Partners, LLC	NEW	84	—	+84	—	—	$3.6K	—	2026-10-21
UMB Private Wealth Management, LLC	NEW	72	—	+72	—	—	$3.1K	—	2026-10-19
Farmers & Merchants Investments Inc	INCREASED	71	37	+34	+92%	$1.5K	$3.1K	+$1.6K	2026-10-22
MassMutual Private Wealth & Trust, FSB	DECREASED	61	63	-2	-3%	$2.6K	$2.6K	+$41	2026-10-05
Harbor Investment Advisory, LLC	UNCHANGED	50	50	0	0%	$2.1K	$2.2K	+$102	2026-10-13
Wolff Wiese Magana LLC	UNCHANGED	48	48	0	0%	$2.0K	$2.1K	+$98	2026-10-15
Fortitude Family Office, LLC	INCREASED	40	20	+20	+100%	$827	$1.7K	+$909	2026-10-14
True Wealth Design, LLC	INCREASED	36	2	+34	+1700%	$83	$1.6K	+$1.5K	2026-10-13
JFS Wealth Advisors, LLC	INCREASED	27	17	+10	+59%	$704	$1.2K	+$468	2026-11-03
Provenance Wealth Advisors, LLC	NEW	26	—	+26	—	—	$1.1K	—	2026-10-30
Zions Bancorporation, National Association	INCREASED	21	15	+6	+40%	$620	$911	+$291	2026-11-06
Physician Wealth Advisors, Inc.	INCREASED	20	11	+9	+82%	$455	$868	+$413	2026-10-20
Rossby Financial, LCC	UNCHANGED	18	18	0	0%	$744	$781	+$37	2026-11-05
Ascentis Wealth Management, LLC	NEW	17	—	+17	—	—	$737	—	2026-11-03
CoreCap Advisors, LLC	NEW	15	—	+15	—	—	$651	—	2026-10-08
Valley National Advisers Inc	NEW	13	—	+13	—	—	$565	—	2026-10-23
Burk Holdings LLC	NEW	12	—	+12	—	—	$521	—	2026-11-05
SouthState Bank Corp	NEW	11	—	+11	—	—	$478	—	2026-11-09
Cedar Mountain Advisors, LLC	NEW	11	—	+11	—	—	$477	—	2026-10-15
Gilpin Wealth Management, LLC	INCREASED	11	5	+6	+120%	$207	$478	+$271	2026-10-09
Silver Grove Financial Group, Inc.	INCREASED	10	8	+2	+25%	$331	$434	+$103	2026-11-05
Davis Capital Management	INCREASED	7	4	+3	+75%	$165	$304	+$139	2026-10-08
Proathlete Wealth Management LLC	NEW	5	—	+5	—	—	$217	—	2026-10-15
Financial Consulate, Inc	NEW	5	—	+5	—	—	$217	—	2026-10-23
Larson Financial Group LLC	DECREASED	4	327	-323	-99%	$13.5K	$174	-$13.4K	2026-11-05
Manchester Capital Management LLC	NEW	3	—	+3	—	—	$131	—	2026-10-22
Bay Harbor Wealth Management, LLC	INCREASED	3	1	+2	+200%	$41	$130	+$89	2026-11-03
DiNuzzo Private Wealth, Inc.	DECREASED	3	4	-1	-25%	$166	$131	-$35	2026-10-16
Abound Wealth Management	UNCHANGED	3	3	0	0%	$125	$131	+$6	2026-10-26
Hughes Financial Services, LLC	UNCHANGED	2	2	0	0%	$83	$89	+$6	2026-10-30
GHP Investment Advisors, Inc.	UNCHANGED	1	1	0	0%	$42	$44	+$2	2026-10-15
Natixis	CLOSED	0	35,000	-35,000	-100%	$1.4M	$0	-$1.4M	2026-11-06
Jefferies Financial Group Inc.	CLOSED	0	28,807	-28,807	-100%	$1.2M	$0	-$1.2M	2026-11-05
Intech Investment Management LLC	CLOSED	0	21,244	-21,244	-100%	$878.7K	$0	-$878.7K	2026-11-09
Inspire Investing, LLC	CLOSED	0	5,821	-5,821	-100%	$240.8K	$0	-$240.8K	2026-10-22
Tema Etfs LLC	CLOSED	0	1,366	-1,366	-100%	$56.5K	$0	-$56.5K	2026-10-16
Summit Securities Group LLC	CLOSED	0	1,340	-1,340	-100%	$55.4K	$0	-$55.4K	2026-11-05
State of Wyoming	CLOSED	0	439	-439	-100%	$18.2K	$0	-$18.2K	2026-10-28
SBI Securities Co., Ltd.	CLOSED	0	17	-17	-100%	$703	$0	-$703	2026-10-22
Creative Capital Management Investments LLC	CLOSED	0	7	-7	-100%	$290	$0	-$290	2026-10-28
Evolution Advisers, Inc.	CLOSED	0	7	-7	-100%	$0	$0	$0	2026-11-06
Plante Moran Financial Advisors, LLC	CLOSED	0	6	-6	-100%	$248	$0	-$248	2026-11-04
Bayforest Capital Ltd	CLOSED	0	2	-2	-100%	$83	$0	-$83	2026-11-03
DecisionPoint Financial, LLC	CLOSED	0	1	-1	-100%	$41	$0	-$41	2026-10-27
BlackRock, Inc.	N/A	—	11,972,263	-11,972,263	-100%	$495.2M	—	—	—
Millennium Management LLC	N/A	—	5,619,498	-5,619,498	-100%	$232.4M	—	—	—
Wellington Management Group LLP	N/A	—	5,189,963	-5,189,963	-100%	$214.7M	—	—	—
Price T Rowe Associates Inc	N/A	—	5,167,251	-5,167,251	-100%	$213.7M	—	—	—
Vanguard Portfolio Management LLC	N/A	—	4,674,073	-4,674,073	-100%	$193.3M	—	—	—
Vanguard Capital Management LLC	N/A	—	3,550,308	-3,550,308	-100%	$146.8M	—	—	—
State Street Corp	N/A	—	3,117,991	-3,117,991	-100%	$129.0M	—	—	—
Capital World Investors	N/A	—	2,524,018	-2,524,018	-100%	$104.4M	—	—	—
Westfield Capital Management Co LP	N/A	—	1,729,424	-1,729,424	-100%	$71.5M	—	—	—
JPMorgan Chase & Co	N/A	—	1,520,835	-1,520,835	-100%	$61.4M	—	—	—
Goldman Sachs Group Inc	N/A	—	1,428,505	-1,428,505	-100%	$59.1M	—	—	—
Adage Capital Partners GP, L.L.C.	N/A	—	1,391,217	-1,391,217	-100%	$57.5M	—	—	—
Samlyn Capital, LLC	N/A	—	1,269,100	-1,269,100	-100%	$52.5M	—	—	—
Capital Research Global Investors	N/A	—	1,231,923	-1,231,923	-100%	$51.0M	—	—	—
Balyasny Asset Management L.P.	N/A	—	1,113,093	-1,113,093	-100%	$46.0M	—	—	—
Morgan Stanley	N/A	—	1,084,346	-1,084,346	-100%	$44.8M	—	—	—
Junto Capital Management LP	N/A	—	1,078,672	-1,078,672	-100%	$44.6M	—	—	—
Point72 Asset Management, L.P.	N/A	—	1,004,669	-1,004,669	-100%	$41.6M	—	—	—
Bamco Inc	N/A	—	828,911	-828,911	-100%	$34.3M	—	—	—
Northern Trust Corp	N/A	—	802,242	-802,242	-100%	$33.2M	—	—	—
Raymond James Financial Inc	N/A	—	735,937	-735,937	-100%	$30.4M	—	—	—
Charles Schwab Investment Management Inc	N/A	—	689,492	-689,492	-100%	$28.5M	—	—	—
Advent International, L.P.	N/A	—	683,432	-683,432	-100%	$28.3M	—	—	—
Bank of America Corp	N/A	—	643,171	-643,171	-100%	$26.6M	—	—	—
Franklin Resources Inc	N/A	—	547,000	-547,000	-100%	$22.6M	—	—	—
UBS Group AG	N/A	—	501,320	-501,320	-100%	$20.7M	—	—	—
Vanguard Fiduciary Trust Co	N/A	—	500,049	-500,049	-100%	$20.7M	—	—	—
Nuveen, LLC	N/A	—	488,219	-488,219	-100%	$20.2M	—	—	—
Woodline Partners LP	N/A	—	466,529	-466,529	-100%	$19.3M	—	—	—
Schonfeld Strategic Advisors LLC	N/A	—	437,016	-437,016	-100%	$18.1M	—	—	—
Fred Alger Management, LLC	N/A	—	360,029	-360,029	-100%	$14.9M	—	—	—
Voloridge Investment Management, LLC	N/A	—	358,586	-358,586	-100%	$14.8M	—	—	—
Rockefeller Capital Management L.P.	N/A	—	350,476	-350,476	-100%	$14.5M	—	—	—
Public Sector Pension Investment Board	N/A	—	347,876	-347,876	-100%	$14.4M	—	—	—
Lazard Asset Management LLC	N/A	—	320,853	-320,853	-100%	$13.3M	—	—	—
Grantham, Mayo, Van Otterloo & Co. LLC	N/A	—	318,500	-318,500	-100%	$13.2M	—	—	—
Tidal Investments LLC	N/A	—	314,523	-314,523	-100%	$13.0M	—	—	—
Marshall Wace, LLP	N/A	—	301,956	-301,956	-100%	$12.5M	—	—	—
Engle Capital Management, L.P.	N/A	—	300,000	-300,000	-100%	$12.4M	—	—	—
Wells Fargo & Company	N/A	—	272,665	-272,665	-100%	$11.3M	—	—	—
Inherent Management Corp.	N/A	—	263,729	-263,729	-100%	$10.9M	—	—	—
Segall Bryant & Hamill, LLC	N/A	—	260,788	-260,788	-100%	$10.8M	—	—	—
Invesco Ltd.	N/A	—	233,314	-233,314	-100%	$9.6M	—	—	—
Trexquant Investment LP	N/A	—	226,578	-226,578	-100%	$9.4M	—	—	—
Renaissance Technologies LLC	N/A	—	213,300	-213,300	-100%	$8.8M	—	—	—
State of Wisconsin Investment Board	N/A	—	192,648	-192,648	-100%	$8.0M	—	—	—
Arrowstreet Capital, Limited Partnership	N/A	—	190,163	-190,163	-100%	$7.9M	—	—	—
Citadel Advisors LLC	N/A	—	182,893	-182,893	-100%	$7.6M	—	—	—
Rhumbline Advisers	N/A	—	176,984	-176,984	-100%	$7.3M	—	—	—
Delta Global Management LP	N/A	—	174,120	-174,120	-100%	$7.2M	—	—	—
HSBC Holdings PLC	N/A	—	172,408	-172,408	-100%	$6.9M	—	—	—
XTX Topco Ltd	N/A	—	164,013	-164,013	-100%	$6.8M	—	—	—
Legal & General Group Plc	N/A	—	161,167	-161,167	-100%	$6.7M	—	—	—
Jupiter Topco LLC	N/A	—	160,014	-160,014	-100%	$6.6M	—	—	—
Ameriprise Financial Inc	N/A	—	150,179	-150,179	-100%	$6.2M	—	—	—
Quantinno Capital Management LP	N/A	—	147,634	-147,634	-100%	$6.1M	—	—	—
Swiss National Bank	N/A	—	144,800	-144,800	-100%	$6.0M	—	—	—
Prana Capital Management, LP	N/A	—	143,222	-143,222	-100%	$5.9M	—	—	—
Healthcare of Ontario Pension Plan Trust Fund	N/A	—	133,567	-133,567	-100%	$5.5M	—	—	—
George Kaiser Family Foundation	N/A	—	124,406	-124,406	-100%	$5.1M	—	—	—
FMR LLC	N/A	—	121,628	-121,628	-100%	$5.0M	—	—	—
Susquehanna International Group, LLP	N/A	—	120,367	-120,367	-100%	$5.0M	—	—	—
Qube Research & Technologies Ltd	N/A	—	117,256	-117,256	-100%	$4.8M	—	—	—
Van Eck Associates Corp	N/A	—	112,120	-112,120	-100%	$4.6M	—	—	—
UBS Asset Management Americas LLC	N/A	—	111,890	-111,890	-100%	$4.6M	—	—	—
BNP Paribas Financial Markets	N/A	—	104,781	-104,781	-100%	$4.3M	—	—	—
Alliancebernstein L.P.	N/A	—	97,917	-97,917	-100%	$4.7M	—	—	—
Weiss Asset Management LP	N/A	—	85,933	-85,933	-100%	$3.6M	—	—	—
Engineers Gate Manager LP	N/A	—	85,654	-85,654	-100%	$3.5M	—	—	—
California State Teachers Retirement System	N/A	—	82,586	-82,586	-100%	$3.4M	—	—	—
Prudential Financial Inc	N/A	—	76,055	-76,055	-100%	$3.1M	—	—	—
AQR Capital Management LLC	N/A	—	70,926	-70,926	-100%	$2.9M	—	—	—
Vanguard Asset Management, Ltd	N/A	—	67,216	-67,216	-100%	$2.8M	—	—	—
Envestnet Asset Management Inc	N/A	—	66,372	-66,372	-100%	$2.7M	—	—	—
SEI Investments Co	N/A	—	57,590	-57,590	-100%	$2.4M	—	—	—
National Bank of Canada	N/A	—	55,179	-55,179	-100%	$2.3M	—	—	—
GSA Capital Partners LLP	N/A	—	48,210	-48,210	-100%	$2.0M	—	—	—
Aquatic Capital Management LLC	N/A	—	46,739	-46,739	-100%	$1.9M	—	—	—
MetLife Investment Management, LLC	N/A	—	45,416	-45,416	-100%	$1.9M	—	—	—
Winton Group Ltd	N/A	—	42,796	-42,796	-100%	$1.8M	—	—	—
First Trust Advisors LP	N/A	—	41,491	-41,491	-100%	$1.7M	—	—	—
Manufacturers Life Insurance Company, the	N/A	—	40,213	-40,213	-100%	$1.7M	—	—	—
Man Group plc	N/A	—	39,781	-39,781	-100%	$1.6M	—	—	—
Zurcher Kantonalbank (Zurich Cantonalbank)	N/A	—	39,358	-39,358	-100%	$1.6M	—	—	—
Natixis Advisors, LLC	N/A	—	37,916	-37,916	-100%	$1.6M	—	—	—
Jones Financial Companies Lllp	N/A	—	37,290	-37,290	-100%	$1.5M	—	—	—
Mirae Asset Global Etfs Holdings Ltd.	N/A	—	35,642	-35,642	-100%	$1.5M	—	—	—
Pathstone Holdings, LLC	N/A	—	33,163	-33,163	-100%	$1.4M	—	—	—
Twinbeech Capital LP	N/A	—	30,400	-30,400	-100%	$1.3M	—	—	—
Vanguard Global Advisers, LLC	N/A	—	28,877	-28,877	-100%	$1.2M	—	—	—
New York State Common Retirement Fund	N/A	—	27,354	-27,354	-100%	$1.1M	—	—	—
Arax Advisory Partners	N/A	—	23,931	-23,931	-100%	$989.8K	—	—	—
State of Tennessee, Department of Treasury	N/A	—	22,645	-22,645	-100%	$936.6K	—	—	—
Neo Ivy Capital Management	N/A	—	21,366	-21,366	-100%	$883.7K	—	—	—
Two Sigma Securities, LLC	N/A	—	21,102	-21,102	-100%	$872.8K	—	—	—
Keebeck Wealth Management	N/A	—	20,889	-20,889	-100%	$864.0K	—	—	—
Bridgefront Capital, LLC	N/A	—	18,893	-18,893	-100%	$781.4K	—	—	—
KLP Kapitalforvaltning AS	N/A	—	18,300	-18,300	-100%	$756.9K	—	—	—
Fieldview Capital Management, LLC	N/A	—	18,199	-18,199	-100%	$752.7K	—	—	—
Hudson Bay Capital Management LP	N/A	—	18,174	-18,174	-100%	$751.7K	—	—	—
Royal Bank of Canada	N/A	—	17,874	-17,874	-100%	$739.0K	—	—	—
ExodusPoint Capital Management, LP	N/A	—	17,510	-17,510	-100%	$724.2K	—	—	—
Vanguard Investments Australia, Ltd.	N/A	—	17,413	-17,413	-100%	$720.2K	—	—	—
State Board of Administration of Florida Retirement System	N/A	—	15,409	-15,409	-100%	$637.3K	—	—	—
Voya Investment Management LLC	N/A	—	14,824	-14,824	-100%	$613.1K	—	—	—
Two Sigma Investments, LP	N/A	—	14,587	-14,587	-100%	$603.3K	—	—	—
CIBC World Market Inc.	N/A	—	14,410	-14,410	-100%	$596.0K	—	—	—
Neuberger Berman Group LLC	N/A	—	14,309	-14,309	-100%	$591.8K	—	—	—
LOS Angeles Capital Management LLC	N/A	—	13,539	-13,539	-100%	$560.0K	—	—	—
Brevan Howard Capital Management LP	N/A	—	13,342	-13,342	-100%	$551.8K	—	—	—
Victory Capital Management Inc	N/A	—	12,241	-12,241	-100%	$506.3K	—	—	—
Mitsubishi UFJ Trust & Banking Corp	N/A	—	12,119	-12,119	-100%	$501.2K	—	—	—
Dark Forest Capital Management LP	N/A	—	11,883	-11,883	-100%	$491.5K	—	—	—
Mangrove Partners IM, LLC	N/A	—	11,558	-11,558	-100%	$478.0K	—	—	—
FOX RUN Management, L.L.C.	N/A	—	11,490	-11,490	-100%	$475.2K	—	—	—
Jump Financial, LLC	N/A	—	11,364	-11,364	-100%	$470.0K	—	—	—
Bull Harbor Capital LLC	N/A	—	9,880	-9,880	-100%	$408.6K	—	—	—
CIBC Bancorp USA Inc.	N/A	—	9,402	-9,402	-100%	$388.9K	—	—	—
Cetera Investment Advisers	N/A	—	9,204	-9,204	-100%	$380.7K	—	—	—
Public Employees Retirement Association of Colorado	N/A	—	8,563	-8,563	-100%	$354.0K	—	—	—
Canada Pension Plan Investment Board	N/A	—	8,400	-8,400	-100%	$347.4K	—	—	—
Blair William & Co	N/A	—	8,226	-8,226	-100%	$340.2K	—	—	—
Ameritas Investment Partners, Inc.	N/A	—	7,055	-7,055	-100%	$291.8K	—	—	—
Steward Partners Investment Advisory, LLC	N/A	—	6,430	-6,430	-100%	$265.9K	—	—	—
Guggenheim Capital LLC	N/A	—	6,353	-6,353	-100%	$262.8K	—	—	—
Capstone Investment Advisors, LLC	N/A	—	5,998	-5,998	-100%	$248.1K	—	—	—
Mercer Global Advisors Inc	N/A	—	5,483	-5,483	-100%	$226.8K	—	—	—
Aigen Investment Management, LP	N/A	—	5,199	-5,199	-100%	$215.0K	—	—	—
Freestone Grove Partners LP	N/A	—	4,404	-4,404	-100%	$182.1K	—	—	—
New Age Alpha Advisors, LLC	N/A	—	3,370	-3,370	-100%	$139.4K	—	—	—
Global Retirement Partners, LLC	N/A	—	3,035	-3,035	-100%	$125.5K	—	—	—
Tower Research Capital LLC (TRC)	N/A	—	2,427	-2,427	-100%	$100.4K	—	—	—
Quantbot Technologies LP	N/A	—	1,304	-1,304	-100%	$53.9K	—	—	—
BNP Paribas Asset Management Holding S.A.	N/A	—	1,148	-1,148	-100%	$47.5K	—	—	—
Whittier Trust Co of Nevada Inc	N/A	—	799	-799	-100%	$34.3K	—	—	—
Optiver Holding B.V.	N/A	—	589	-589	-100%	$24.4K	—	—	—
Kemnay Advisory Services Inc.	N/A	—	582	-582	-100%	$24.1K	—	—	—
Harvest Fund Management Co., Ltd	N/A	—	512	-512	-100%	$21.0K	—	—	—
Kilter Group LLC	N/A	—	493	-493	-100%	$20.4K	—	—	—
Osaic Holdings, Inc.	N/A	—	330	-330	-100%	$13.7K	—	—	—
Huntington National Bank	N/A	—	243	-243	-100%	$10.0K	—	—	—
Quarry LP	N/A	—	225	-225	-100%	$9.3K	—	—	—
Smartleaf Asset Management LLC	N/A	—	184	-184	-100%	$7.4K	—	—	—
Federation des caisses Desjardins du Quebec	N/A	—	126	-126	-100%	$5.2K	—	—	—
Private Wealth Asset Management, LLC	N/A	—	51	-51	-100%	$2.1K	—	—	—
Northwestern Mutual Wealth Management Co	N/A	—	38	-38	-100%	$1.6K	—	—	—
Rothschild Investment LLC	N/A	—	36	-36	-100%	$1.5K	—	—	—
Bogart Wealth, LLC	N/A	—	36	-36	-100%	$1.5K	—	—	—
Keating Financial Advisory Services, Inc.	N/A	—	35	-35	-100%	$1.4K	—	—	—
CVA Family Office, LLC	N/A	—	16	-16	-100%	$662	—	—	—
Prestige Wealth Management Group LLC	N/A	—	15	-15	-100%	$621	—	—	—
Ankerstar Wealth, LLC	N/A	—	9	-9	-100%	$372	—	—	—
Fiduciary Financial Advisors	N/A	—	8	-8	-100%	$330	—	—	—
HFM Investment Advisors, LLC	N/A	—	6	-6	-100%	$249	—	—	—
Rialto Wealth Management, LLC	N/A	—	2	-2	-100%	$83	—	—	—
LRI Investments, LLC	N/A	—	2	-2	-100%	$83	—	—	—

Showing 288 of 288 institutions